Member Info for chillphill

Seems you almost like HEX now Bagz. No probs with your prognosis btw.

A little frustrated here, in a pleasant way, as I’d normally take profits and invest in the many war drop bargains out there. Decided to sit on hands as BMY has yet to fully recover and ‘blossom’ on all the recent good news plus the trading updates (excluding ACOTAR x2 news) which hopefully should stand on their own legs.

Sorry pressed post too quickly. Was also going to say this is tracking oil’s volatility. Hopefully the lightbulb will remain on when this situ calms down.

Great post

Difficult call in a volatile market. Previously imho it was better to sell before exdivi and buy in again. Personally I’d just chase this down from here and hold as it should recover again after the world bin fire. There are much more predictable shares to trade…

Hi fellow `Hexers’ (the only thing useful certain commentators have contributed) . Are there any thoughts on what income levels the early stages of production will generate based on previous flow readings. Also i started to work out how much helium this new tank would store in terms of monetary value, but then ran in to the pressure factor in addition to the rising cost of helium as I type… so I gave up. I hope we are all enjoying the well earned ride upwards. Thoughts please.

I started a small holding in BMY a year back and chased it down increasing to 33% of my total share holdings (breaking all my investment rules). The mgt had posted indications of super results during updates excluding any sjm news so was a no brainer despite enduring a brief £3k paper loss. Going forward I’m convinced this will soon hit £8 as there are not many businesses at the moment, with 2 years of fairly cast iron forward sales. If you look at previous sjm publishing years, the numbers rocket to the point the following years can’t sustain the profit growth - so yes, 2028/9 may be ‘hang over years’… but first I’m going to enjoy the party. All imho gla

26p (divi) priced in if you think about it. Even more bazar!

I can get depressing world news on tv if i so wish - This channel is for depressing share news.

Based on recent candle stick patterns? If so I’m not sure the future profit impact of yesterdays announcement has been fully digested by the market (a lowly ftse 350s co not in the spot light) - so maybe this will tick up much more? I honestly think we’ll be in the low to mid £6 range in a matter of weeks for many ‘market’ forward thinking and world macro reasons. All imho gla.

Chief commercial officer selling shares at this level! The only logic i can apply is that its a tax need in leu of any shares previously awarded. Have to say it’s unsettled me.

Possibly one of the best share categories to hold atm. Not ‘fully’ tied to war oil or interest rates . People will start buying the ACOTAR backlog straight away in readiness for the new books. A great year ahead.

Livingstone ‘I believe’ respectfully I think you’re wrong. £6 this month (maybe today) £8 by April. We have other great results pending these books too. War and usual caveats etc all imho - gla - a great day ahead!!!

Yes, I’m breaking my personal rule of never investing on any C Suite departure. He’s getting on and would have stayed if younger I’m sure so I’m giving the benefit of doubt. This is a good recovery stock in the making although this war could delay interest rate falls! Gla and hang in there!

I sold in the 180s - but this fall is a good trading opportunity as it will rise again fairly quickly so taken a small possition (all imho)

Didnt even top up! Early days though…

There’s two opposing sides to the MRO situation - military and travel. Also there is a government budget statement due next week which may outline future defence spending (anyone have more info re this plse)

But we’re in for a tumble on Monday. A buying opportunity IMHO - although I doubt I’ll call the bottom as this does not seem to be in my skill set atm. GLA

Yes, significantly. Mentioned in last update.

As a seasoned (beaten down) lseg holder I’m well practiced in these situations (tongue in cheek comment). Catching a falling knife is not the nicest or easiest way to make money. Hang in there all!